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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,675 | $95,415-83.6% | $185,851-91.6% | $85,851-81.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.24% | 23.59%-9.3pp | 122.11%-107.9pp | 318.63%-304.4pp |
| Employer contribution / active EE | $2,216 | $3,314-33.1% | $5,168-57.1% | $2,565-13.6% |
| Participant deferral / active EE | $1,276 | $3,424-62.7% | $5,569-77.1% | $3,952-67.7% |
| Admin fee / account holder | $645 | $7,215-91.1% | $16,245-96.0% | $6,261-89.7% |